LIWM
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Long Island Wealth Management’s Zions Bancorporation ZION Stock Holding History

Long Island Wealth Management’s Portfolio ZION Stock Details ZION Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-60
Closed -$3K – 427
2023
Q4 		$3K Buy
+60
New +$2.17K ﹤0.01% 325

Other funds holding ZION

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return

Long Island Wealth Management's ZION Position: Q1 2024 in Review

Long Island Wealth Management sold out of Zions Bancorporation (ZION) in Q1 2024, closing a stake of 60 shares — an estimated $3K sold.

Long Island Wealth Management first reported a position in ZION in Q4 2023 and held it in 1 quarter. The position peaked at $3K in Q4 2023. 460 funds tracked by Wall St. Rank hold ZION as of Q1 2024.

  • Long Island Wealth Management reported no remaining Zions Bancorporation position as of Q1 2024 after selling out during the quarter.
  • Long Island Wealth Management sold 60 Zions Bancorporation shares in Q1 2024, an estimated $3K.
  • Long Island Wealth Management first reported a position in Zions Bancorporation in Q4 2023 and held it in 1 quarter.
  • Long Island Wealth Management's Zions Bancorporation position peaked at $3K in Q4 2023.
  • 460 funds tracked by Wall St. Rank held Zions Bancorporation as of Q1 2024.

Based on Long Island Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.